Not really … $70M to $125M but $27M is to bring crushing in-house and thus reduce opex … also said to improve “operational control and reduce lithium losses”. Sounds me me like building a better operation and reducing ongoing operational costs.
So let’s say costs have gone from $70M to $98M leading to the PFS.
The PFS shows an IRR (post tax) of 224% with a payback of under 5 months. That’s using an average LOM SC6 sale price of US$1,359/T. Project NPV sensitivity to capital costs is pretty minimal … see graph from PFS below (page 44) - note the spod sale price range only extends to US$1,700/t in that graph, is that a likely price when production commences Q3 2024?
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